
wealth management advisor in Salt Lake City Timothy Wright
801.733.2808
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Complete this form and Timothy Wright will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.* Indicates required fields
ABOUT ME
It is my pleasure to serve the financial needs of people in the Cottonwood Heights, Sandy South Towne and Utah County areas. My experience in the financial industry started in 2001 and I became a Wealth Management Advisor in 2011.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I volunteer with Lehi Recreation Center as a softball coach. In my free time, I enjoy camping with my wife and two kids. We love hiking, fishing, kayaking, riding ATVs, as well as playing sports.
Area of focus
Investment planning
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Executive/trustee planning
Legacy planning
Goals-based wealth management
My Offices
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.